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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,126 | $72,272-80.5% | $101,264-86.1% | $79,858-82.3% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 32.26% | 22.30%+10.0pp | 46.48%-14.2pp | 31.72%+0.5pp |
| Employer contribution / active EE | $1,865 | $2,692-30.7% | $3,660-49.0% | $2,471-24.5% |
| Participant deferral / active EE | $4,146 | $3,282+26.3% | $4,370-5.1% | $3,740+10.8% |
| Admin fee / account holder | $367 | $4,401-91.7% | $5,947-93.8% | $5,306-93.1% |